Institutional Ownership Schwab Strategic Tr Us Dividen (SCHD)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Dividen (SCHD). We have compiled data on the 1,773 institutions that hold shares in the stock, with a total of 298 Million shares, which have been reported (via 13F filing form) to have a value of $8.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 15, 2024 Q3 2024 |
6,989
shares
|
$194,503
0.17% of portfolio
|
Q3 2024
Added 9.7%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
6,985
shares
|
$194,392
0.25% of portfolio
|
Q3 2024
Added 7.93%
|
|
|
Traynor Capital Management, Inc.
|
Oct 24, 2024 Q3 2024 |
6,972
shares
|
$194,030
0.04% of portfolio
|
Q3 2024
Added 13.26%
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2024 Q3 2024 |
6,943
shares
|
$193,223
0.13% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Valicenti Advisory Services Inc
|
Oct 23, 2024 Q3 2024 |
6,915
shares
|
$192,444
0.15% of portfolio
|
Q3 2024
Reduced 12.02%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
6,843
shares
|
$190,440
0.05% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
Youngs Advisory Group, Inc.
|
Nov 07, 2024 Q3 2024 |
6,841
shares
|
$190,385
0.24% of portfolio
|
Q2 2024
Added 10.86%
|
|
|
Strategic Advisors LLC
|
Oct 09, 2024 Q3 2024 |
6,838
shares
|
$190,301
0.11% of portfolio
|
Q3 2024
Reduced 22.2%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
6,831
shares
|
$190,106
0.37% of portfolio
|
Q1 2024
Added 0.74%
|
|
|
Omc Financial Services LTD
Dewitt, NY |
Oct 28, 2024 Q3 2024 |
6,828
shares
|
$190,023
0.25% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
6,779
shares
|
$188,659
0.01% of portfolio
|
Q2 2024
Added 21.84%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 13, 2024 Q3 2024 |
6,768
shares
|
$188,353
0.08% of portfolio
|
Q3 2024
Reduced 8.6%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 28, 2024 Q3 2024 |
6,738
shares
|
$187,518
0.29% of portfolio
|
Q3 2024
Added 5.74%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
6,733
shares
|
$187,379
0.03% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
6,725
shares
|
$187,156
0.03% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
6,712
shares
|
$186,794
0.03% of portfolio
|
Q3 2024
Added 65.16%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
6,709
shares
|
$186,711
0.2% of portfolio
|
Q3 2024
Added 34.15%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Nov 08, 2024 Q3 2024 |
6,680
shares
|
$185,904
0.22% of portfolio
|
Q1 2024
Added 39.75%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
6,677
shares
|
$185,820
0.01% of portfolio
|
Q3 2022
Reduced 4.71%
|
|
|
West Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
6,644
shares
|
$184,902
0.03% of portfolio
|
Q4 2024
Added 98.15%
|
|
|
Ellis Investment Partners, LLC
|
Oct 24, 2024 Q3 2024 |
6,638
shares
|
$184,735
0.11% of portfolio
|
Q3 2024
Added 5.15%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
6,600
shares
|
$183,678
0.01% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Oct 31, 2024 Q3 2024 |
6,597
shares
|
$183,594
0.4% of portfolio
|
Q3 2024
New holding
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2024 Q3 2024 |
6,587
shares
|
$183,316
0.22% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
6,569
shares
|
$182,815
0.03% of portfolio
|
Q3 2024
Reduced 3.78%
|